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Amazon.com Inc. (AMZN $210.32)
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Broadcom Inc. (AVGO $332.92)
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Alphabet Inc. (GOOG $323.10)
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Microsoft Corporation (MSFT $401.14)
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NVIDIA Corporation (NVDA $185.41)
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Amphenol Corporation (APH $136.23)
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Rockwell Automation Inc. (ROK $415.02)
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Celestica Inc. (CLS $419.62)
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Advanced Micro Devices Inc. (AMD $208.44)
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Arista Networks Inc. (ANET $137.49)
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Comfort Systems USA Inc. (FIX $1,230.26)
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Fabrinet (FN $503.99)
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Vertiv Holdings LLC Class A (VRT $195.58)
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IREN Limited (IREN $41.83)
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Nebius Group N.V. (NBIS $86.10)
Q: Would you recommend taking a small position in AI at this point, and if so what would be your first choice in a stock and/or ETF?